Tag: Process Builder

I’m back! You may be relieved to hear that after 6 weeks of weekly Chris and Mike posts, ha! Seriously guys, big thanks for holding the fort and with great insightful content. Back to reality with trillion things waiting for me, but I must admit it has been awesome: a full month of 100% disconnection, Read more about I love Japan![…]

Whether you’re lucky enough to be joining us in San Francisco for this year’s Dreamforce, or whether you’re already looking forward to catching up on the session recordings online, this is where you can find your Salesforce Weekly authors in action this year… Make the Jump to Lightning …And Get It Right First Time Mike Read more about Where to find Salesforce Weekly at Dreamforce 2017[…]

What do we have here then? Salesforce Weekly’s top ten features in the Winter ’17 release, hey? Hmm, but didn’t those release notes come out, like, nearly a month ago? Well, yeah. Sorry. But, we have an excuse. We were lucky enough to be invited to present the ‘Mastering Your Release Strategy’ webinar for Salesforce’s Read more about Winter ’17 – Our Top Ten Features[…]

Before we knew it, Winter has become a distant memory and Spring is edging its way towards the exit. Yes, that’s right – Summer is nearly here! And that means that we’re also preparing for Salesforce’s Summer ’16 release, their 50th major product release! Quite the milestone for a company founded 17 years ago. It’s Read more about Summer ’16 – Our Top Ten Features[…]

Can you hear that? It sounds very much like the familiar soundtrack of summer: the jingle of an approaching ice cream truck. But as well as the usual sweet treats, when this truck rounds the corner it will bring us a sprinkling of extra-special Summer ’15 surprises in the form of new Salesforce features. Here’s the scoop… Read more about Hunting for Process Builder Treasure in Summer ’15[…]

For over 100 cities across the world, last week was Lightning Week, where user groups shared information and demonstrations on the four new features introduced with Salesforce1 Lightning: Components, Connect, App Builder and Process Builder. But just how new is that last one? Well, the Process Builder UI, with its flow-chart style of layout, is Read more about Explaining and Exploiting the Process/Flow Relationship[…]

We thought we would Unofficially kick off the Lightning Developer Week with our first video post covering the new Lightning Process Builder. A Lightning Overview of Process Builder With Process Builder you can easily automate complex business processes with point-and-click tools. Automatically update or create new records, emails, and tasks or submit approval requests in a few Read more about Hands On Video: Introduction to Process Builder[…]

This month is quickly becoming Flow February here at Salesforce Weekly. Following Mike’s examples of how you can build (and improve) a flow to create your own rollup summary, here we are going to tackle another relatively common requirement – the ability to include only the most recent child record in a report – and see Read more about How To: Use Flow to Report on the Most Recent Record[…]